Onboarding & Client Experience Associate

Lloyds Wealth; United Kingdom; Hybrid; GBP 28,000 - 39,000; Full time

Benefits offered by this job

Holiday entitlement

Private Medical Insurance

Life Insurance

Pension matched up to 15%

Cash Allowance

Bonus opportunity

Financial advice access

Job summary

Lloyds Wealth is recruiting a Client Services Associate to support onboarding across national operations, ensuring documentation, account opening and fulfilment are executed promptly.

You will collaborate with teams to manage data, analyze third-party information, and assist in completing the financial plan, while maintaining SLAs. The role offers UK-wide locations, flexible/hybrid working patterns and a fixed-term contract until 31/12/2027.

Qualifications

• Attention to Detail: meticulous handling of client information and financial documents.
• Problem-Solving: identify issues and develop effective solutions quickly.
• Time Management: prioritise tasks to meet SLAs and client expectations.
• Teamwork: collaborate with colleagues to achieve common goals.
• Communication: clear verbal and written interactions with clients and advisers.
• Analytical Thinking: analyse data from various sources to inform decisions.
• Adaptability: adjust to new information and changing processes.

Responsibilities

• Collaborate with peers to address capacity challenges and meet client demands.
• Prepare and review documents for client onboarding to ensure completeness.
• Execute the account opening process in line with SLAs.
• Review information from third parties and advisers to produce client-friendly outputs.
• Support the completion of financial plans in line with adviser guidance.
• Address and resolve client and adviser requests with attention to detail.

Skills

Attention to Detail

Problem-Solving

Time Management

Teamwork

Communication

Analytical Thinking

Adaptability

Job description

Lloyds Wealth is recruiting a Client Services Associate to support onboarding across national operations, ensuring documentation, account opening and fulfilment are executed promptly.

You will collaborate with teams to manage data, analyze third-party information, and assist in completing the financial plan, while maintaining SLAs. The role offers UK-wide locations, flexible/hybrid working patterns and a fixed-term contract until 31/12/2027.